Tag: Working in retirement

Women are playing more of a role in financial decision-making and are striving to build financial confidence and security. Are you ready to boost your financial confidence? If so, here are five things to consider: A recent study revealed...

When working with a golf pro, the development of the long game will utilize power and distance to optimize success. Finding the right financial pro can also help you develop the optimal retirement long game. Recent Roth IRA Changes: Time To...

Want to be the hero of your future? Entrepreneur and former pro boxer, George Foreman, once said, “The question isn’t at what age I want to retire, it’s at what income.” The good news is you don’t have to be George Foreman to retire...

Becoming a parent comes with many new responsibilities and concerns; it’s only natural to worry, as you want the best for your child and your child’s future. A financial advisor can help you gain greater confidence and a sense of control through...

Retirement has both financial and life implications. Retirees today are spending up to 30 years enjoying the fruits of their life’s labor. Because of this, it’s important to plan for longevity in retirement. Asking yourself the following...

The phrase “legacy planning” is being used more often in place of estate planning. “Legacy,” according to Merriam-Webster dictionary is defined as “a gift by will of money or other personal property”. Therefore, most believe that legacy planning...

After you reach the age of 70 1/2 you must take required minimum distributions (RMDs) from your retirement accounts each year. The amount you must withdraw is calculated by dividing the IRA account balance as of December 31 of the prior year by...

The rules surrounding required minimum distributions (RMDs) can be confusing. Taking the time to understand these rules along with the impact that your RMDs may have on your IRA, retirement account, financial plan and tax situation could save you...

Many students are unable to qualify for the loan amount they need and must have a parent, relative or friend co-sign the loan to borrow the amount needed. Being a co-signer means that you and the student share the legal responsibility for...

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.